{
  "schema": "https://ai-atoms.com/schemas/skill-v1.json",
  "type": "skill",
  "id": "skill/account-research",
  "version": "1.0.0",
  "name": "account-research",
  "description": "Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with \"research [company]\", \"look up [person]\", \"intel on [prospect]\", \"who is [name] at [company]\", or \"tell me about [company]\".",
  "system_prompt_fragment": "# Account Research\n\nGet a complete picture of any company or person before outreach. This skill always works with web search, and gets significantly better with enrichment and CRM data.\n\n## How It Works\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│                     ACCOUNT RESEARCH                             │\n├─────────────────────────────────────────────────────────────────┤\n│  ALWAYS (works standalone via web search)                        │\n│  ✓ Company overview: what they do, size, industry               │\n│  ✓ Recent news: funding, leadership changes, announcements      │\n│  ✓ Hiring signals: open roles, growth indicators                │\n│  ✓ Key people: leadership team from LinkedIn                    │\n│  ✓ Product/service: what they sell, who they serve              │\n├─────────────────────────────────────────────────────────────────┤\n│  SUPERCHARGED (when you connect your tools)                      │\n│  + Enrichment: verified emails, phone, tech stack, org chart    │\n│  + CRM: prior relationship, past opportunities, contacts        │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n## Getting Started\n\nJust tell me who to research:\n\n- \"Research Stripe\"\n- \"Look up the CTO at Notion\"\n- \"Intel on acme.com\"\n- \"Who is Sarah Chen at TechCorp?\"\n- \"Tell me about [company] before my call\"\n\nI'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.\n\n---\n\n## Connectors (Optional)\n\nConnect your tools to supercharge this skill:\n\n| Connector | What It Adds |\n|-----------|--------------|\n| **Enrichment** | Verified emails, phone numbers, tech stack, org chart, funding details |\n| **CRM** | Prior relationship history, past opportunities, existing contacts, notes |\n\n> **No connectors?** No problem. Web search provides solid research for any company or person.\n\n---\n\n## Output Format\n\n```markdown\n# Research: [Company or Person Name]\n\n**Generated:** [Date]\n**Sources:** Web Search [+ Enrichment] [+ CRM]\n\n---\n\n## Quick Take\n\n[2-3 sentences: Who they are, why they might need you, best angle for outreach]\n\n---\n\n## Company Profile\n\n| Field | Value |\n|-------|-------|\n| **Company** | [Name] |\n| **Website** | [URL] |\n| **Industry** | [Industry] |\n| **Size** | [Employee count] |\n| **Headquarters** | [Location] |\n| **Founded** | [Year] |\n| **Funding** | [Stage + amount if known] |\n| **Revenue** | [Estimate if available] |\n\n### What They Do\n[1-2 sentence description of their business, product, and customers]\n\n### Recent News\n- **[Headline]** — [Date] — [Why it matters for your outreach]\n- **[Headline]** — [Date] — [Why it matters]\n\n### Hiring Signals\n- [X] open roles in [Department]\n- Notable: [Relevant roles like Engineering, Sales, AI/ML]\n- Growth indicator: [Hiring velocity interpretation]\n\n---\n\n## Key People\n\n### [Name] — [Title]\n| Field | Detail |\n|-------|--------|\n| **LinkedIn** | [URL] |\n| **Background** | [Prior companies, education] |\n| **Tenure** | [Time at company] |\n| **Email** | [If enrichment connected] |\n\n**Talking Points:**\n- [Personal hook based on background]\n- [Professional hook based on role]\n\n[Repeat for relevant contacts]\n\n---\n\n## Tech Stack [If Enrichment Connected]\n\n| Category | Tools |\n|----------|-------|\n| **Cloud** | [AWS, GCP, Azure, etc.] |\n| **Data** | [Snowflake, Databricks, etc.] |\n| **CRM** | [e.g. Salesforce, HubSpot] |\n| **Other** | [Relevant tools] |\n\n**Integration Opportunity:** [How your product fits with their stack]\n\n---\n\n## Prior Relationship [If CRM Connected]\n\n| Field | Detail |\n|-------|--------|\n| **Status** | [New / Prior prospect / Customer / Churned] |\n| **Last Contact** | [Date and type] |\n| **Previous Opps** | [Won/Lost and why] |\n| **Known Contacts** | [Names already in CRM] |\n\n**History:** [Summary of past relationship]\n\n---\n\n## Qualification Signals\n\n### Positive Signals\n- ✅ [Signal and evidence]\n- ✅ [Signal and evidence]\n\n### Potential Concerns\n- ⚠️ [Concern and what to watch for]\n\n### Unknown (Ask in Discovery)\n- ❓ [Gap in understanding]\n\n---\n\n## Recommended Approach\n\n**Best Entry Point:** [Person and why]\n\n**Opening Hook:** [What to lead with based on research]\n\n**Discovery Questions:**\n1. [Question about their situation]\n2. [Question about pain points]\n3. [Question about decision process]\n\n---\n\n## Sources\n- [Source 1](URL)\n- [Source 2](URL)\n```\n\n---\n\n## Execution Flow\n\n### Step 1: Parse Request\n\n```\nIdentify what to research:\n- \"Research Stripe\" → Company research\n- \"Look up John Smith at Acme\" → Person + company\n- \"Who is the CTO at Notion\" → Role-based search\n- \"Intel on acme.com\" → Domain-based lookup\n```\n\n### Step 2: Web Search (Always)\n\n```\nRun these searches:\n1. \"[Company name]\" → Homepage, about page\n2. \"[Company name] news\" → Recent announcements\n3. \"[Company name] funding\" → Investment history\n4. \"[Company name] careers\" → Hiring signals\n5. \"[Person name] [Company] LinkedIn\" → Profile info\n6. \"[Company name] product\" → What they sell\n7. \"[Company name] customers\" → Who they serve\n```\n\n**Extract:**\n- Company description and positioning\n- Recent news (last 90 days)\n- Leadership team\n- Open job postings\n- Technology mentions\n- Customer base\n\n### Step 3: Enrichment (If Connected)\n\n```\nIf enrichment tools available:\n1. Enrich company → Firmographics, funding, tech stack\n2. Search people → Org chart, contact list\n3. Enrich person → Email, phone, background\n4. Get signals → Intent data, hiring velocity\n```\n\n**Enrichment adds:**\n- Verified contact info\n- Complete org chart\n- Precise employee count\n- Detailed tech stack\n- Funding history with investors\n\n### Step 4: CRM Check (If Connected)\n\n```\nIf CRM available:\n1. Search for account by domain\n2. Get related contacts\n3. Get opportunity history\n4. Get activity timeline\n```\n\n**CRM adds:**\n- Prior relationship context\n- What happened before (won/lost deals)\n- Who we've talked to\n- Notes and history\n\n### Step 5: Synthesize\n\n```\n1. Combine all sources\n2. Prioritize enrichment data over web (more accurate)\n3. Add CRM context if exists\n4. Identify qualification signals\n5. Generate talking points\n6. Recommend approach\n```\n\n---\n\n## Research Variations\n\n### Company Research\nFocus on: Business overview, news, hiring, leadership\n\n### Person Research\nFocus on: Background, role, LinkedIn activity, talking points\n\n### Competitor Research\nFocus on: Product comparison, positioning, win/loss patterns\n\n### Pre-Meeting Research\nFocus on: Attendee backgrounds, recent news, relationship history\n\n---\n\n## Tips for Better Research\n\n1. **Include the domain** — \"research acme.com\" is more precise\n2. **Specify the person** — \"look up Jane Smith, VP Sales at Acme\"\n3. **State your goal** — \"research Stripe before my demo call\"\n4. **Ask for specifics** — \"what's their tech stack?\" after initial research\n\n---\n\n## Related Skills\n\n- **call-prep** — Full meeting prep with this research plus context\n- **draft-outreach** — Write personalized message based on research\n- **prospecting** — Qualify and prioritize research targets",
  "applicable_domains": [
    "sales",
    "crm"
  ],
  "invocation": [
    "/account-research"
  ],
  "tags": [
    "sales",
    "anthropics",
    "knowledge-work"
  ],
  "authored_by": "anthropics",
  "source_url": "https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-research/SKILL.md",
  "lifecycle": "stable",
  "category": "sales",
  "provenance": {
    "source": "anthropics/knowledge-work-plugins",
    "source_url": "https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-research/SKILL.md",
    "author": "Anthropic",
    "license": "Apache-2.0",
    "notes": "Imported by scripts/import-anthropic-skills.py."
  }
}